MYCIO Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.7M | Buy |
28,780
+53
| +0.2% | +$36K | 3.73% | 4 |
|
|
2025
Q4 | $19.6M | Buy |
28,727
+3,915
| +16% | +$2.65M | 4.06% | 4 |
|
|
2025
Q3 | $16.5M | Sell |
24,812
-698
| -3% | -$447K | 3.82% | 4 |
|
|
2025
Q2 | $15.8M | Sell |
25,510
-924
| -3% | -$528K | 3.64% | 4 |
|
|
2025
Q1 | $14.8M | Buy |
26,434
+444
| +2% | +$261K | 3.49% | 4 |
|
|
2024
Q4 | $15.2M | Buy |
25,990
+965
| +4% | +$569K | 3.65% | 5 |
|
|
2024
Q3 | $14.4M | Buy |
25,025
+564
| +2% | +$312K | 3.29% | 5 |
|
|
2024
Q2 | $13.3M | Buy |
24,461
+791
| +3% | +$414K | 3.4% | 5 |
|
|
2024
Q1 | $12.4M | Buy |
23,670
+225
| +1% | +$112K | 3.12% | 4 |
|
|
2023
Q4 | $11.1M | Buy |
23,445
+61
| +0.3% | +$27.2K | 3.13% | 5 |
|
|
2023
Q3 | $10M | Buy |
23,384
+1,776
| +8% | +$790K | 2.99% | 5 |
|
|
2023
Q2 | $9.58M | Buy |
21,608
+55
| +0.3% | +$23.1K | 3.01% | 5 |
|
|
2023
Q1 | $8.82M | Sell |
21,553
-336
| -2% | -$134K | 3.1% | 7 |
|
|
2022
Q4 | $8.37M | Buy |
21,889
+4,055
| +23% | +$1.56M | 2.74% | 7 |
|
|
2022
Q3 | $6.37M | Buy |
17,834
+62
| +0.3% | +$24.6K | 2.48% | 11 |
|
|
2022
Q2 | $6.71M | Buy |
17,772
+451
| +3% | +$185K | 2.48% | 9 |
|
|
2022
Q1 | $7.82M | Buy |
17,321
+380
| +2% | +$169K | 2.49% | 9 |
|
|
2021
Q4 | $8.05M | Buy |
16,941
+47
| +0.3% | +$21.6K | 2.66% | 8 |
|
|
2021
Q3 | $7.25M | Buy |
16,894
+1,099
| +7% | +$485K | 2.66% | 7 |
|
|
2021
Q2 | $6.76M | Buy |
15,795
+1,281
| +9% | +$535K | 2.75% | 5 |
|
|
2021
Q1 | $5.75M | Buy |
14,514
+7,427
| +105% | +$2.86M | 2.56% | 5 |
|
|
2020
Q4 | $2.65M | Buy |
7,087
+23
| +0.3% | +$8.16K | 1.44% | 7 |
|
|
2020
Q3 | $2.37M | Sell |
7,064
-4,287
| -38% | -$1.42M | 1.62% | 5 |
|
|
2020
Q2 | $3.5M | Buy |
11,351
+2,203
| +24% | +$645K | 2.42% | 4 |
|
|
2020
Q1 | $2.36M | Sell |
9,148
-403,879
| -98% | -$123M | 1.59% | 4 |
|
|
2019
Q4 | $133M | Buy |
413,027
+29,873
| +8% | +$9.2M | 8.64% | 2 |
|
|
2019
Q3 | $114M | Buy |
383,154
+721
| +0.2% | +$213K | 8.43% | 2 |
|
|
2019
Q2 | $112M | Buy |
382,433
+13,856
| +4% | +$3.99M | 8.8% | 2 |
|
|
2019
Q1 | $104M | Buy |
368,577
+993
| +0.3% | +$270K | 8.62% | 2 |
|
|
2018
Q4 | $91.9M | Buy |
367,584
+4,324
| +1% | +$1.17M | 8.54% | 3 |
|
|
2018
Q3 | $106M | Buy |
363,260
+11,327
| +3% | +$3.23M | 10.24% | 3 |
|
|
2018
Q2 | $95.5M | Buy |
351,933
+17,793
| +5% | +$4.8M | 9.87% | 3 |
|
|
2018
Q1 | $87.9M | Buy |
334,140
+2,427
| +0.7% | +$662K | 9.92% | 3 |
|
|
2017
Q4 | $88.5M | Buy |
331,713
+3,714
| +1% | +$966K | 9.56% | 3 |
|
|
2017
Q3 | $82.4M | Sell |
327,999
-1,138
| -0.3% | -$281K | 9.34% | 3 |
|
|
2017
Q2 | $79.6M | Buy |
329,137
+2,718
| +0.8% | +$651K | 9.31% | 3 |
|
|
2017
Q1 | $77M | Buy |
326,419
+18,339
| +6% | +$4.26M | 9.44% | 3 |
|
|
2016
Q4 | $68.9M | Buy |
308,080
+18,011
| +6% | +$3.93M | 9.23% | 3 |
|
|
2016
Q3 | $62.7M | Buy |
290,069
+16,406
| +6% | +$3.55M | 10.35% | 2 |
|
|
2016
Q2 | $57.3M | Sell |
273,663
-1,871
| -0.7% | -$388K | 9.82% | 2 |
|
|
2016
Q1 | $56.6M | Buy |
275,534
+25,394
| +10% | +$4.96M | 10.06% | 3 |
|
|
2015
Q4 | $51M | Buy |
250,140
+6,220
| +3% | +$1.28M | 9.1% | 3 |
|
|
2015
Q3 | $46.7M | Buy |
243,920
+1,218
| +0.5% | +$247K | 9.57% | 3 |
|
|
2015
Q2 | $50M | Buy |
242,702
+14,620
| +6% | +$3.07M | 9.71% | 3 |
|
|
2015
Q1 | $47.1M | Buy |
228,082
+4,107
| +2% | +$848K | 9.58% | 3 |
|
|
2014
Q4 | $46M | Buy |
223,975
+12,520
| +6% | +$2.52M | 9.72% | 4 |
|
|
2014
Q3 | $41.7M | Buy |
211,455
+16,515
| +8% | +$3.26M | 9.75% | 4 |
|
|
2014
Q2 | $38.2M | Buy |
194,940
+6,021
| +3% | +$1.14M | 8.66% | 5 |
|
|
2014
Q1 | $35.3M | Sell |
188,919
-2,515
| -1% | -$462K | 8.62% | 5 |
|
|
2013
Q4 | $35.4M | Buy |
191,434
+1,843
| +1% | +$326K | 8.78% | 5 |
|
|
2013
Q3 | $31.9M | Buy |
189,591
+5,053
| +3% | +$847K | 8.67% | 5 |
|
|
2013
Q2 | $29.6M | Buy |
+184,538
| New | +$29.7M | 8.19% | 5 |
|
Other funds holding SPY
MYCIO Wealth Partners's SPY Position: Q1 2026 in Review
MYCIO Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.18% in Q1 2026, buying an estimated $36K and bringing the position to 28,780 shares worth $18.7M. The position accounts for 3.73% of the portfolio, ranked #4.
MYCIO Wealth Partners first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q4 2019. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- MYCIO Wealth Partners held 28,780 shares of State Street SPDR S&P 500 ETF Trust worth $18.7M as of Q1 2026.
- MYCIO Wealth Partners bought 53 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $36K.
- State Street SPDR S&P 500 ETF Trust made up 3.73% of MYCIO Wealth Partners's portfolio in Q1 2026, its #4 holding.
- MYCIO Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- MYCIO Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $133M in Q4 2019.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.